Consultation & Referral
Your free consultation benefit covers up to thirty (30) minutes either in
the Plan Attorney's office or over the phone.
Consultations are provided by the local Plan Attorney who is determined to
be the best match for your needs by your Personal Access Specialist (PAS).
Your PAS may ask a number of background questions to determine your needs.
Next your PAS will get in contact with one or more Plan Attorneys in the
area to confirm availability, check for conflicts and be sure the matter
falls within their practice area. This sometimes causes a slight delay in
the referral, but you can be sure that when you call the Plan Law Firm you
will not be informed that the attorney is out of town for three weeks, does
not handle your type of matter or is the attorney for the "other side."
Because we are very selective in choosing attorneys for our Plan, we do not
have "hundreds" of attorneys in any given city. The Plan Attorney you will
be referred to will be within 23 miles, with an occasional exception for
rural areas. While this may seem far, it is likely that you will not have to
go into the attorney's office more than two or three times for a lengthy
case, usually only once for a simple case and most matters (92%) can be
handled over the phone. All matters that go beyond the free consultation
will be billed directly to you by the Plan Attorney. You will receive a 25% discount off their normal hourly rate.
Document Review
The benefit is available up to three times each year and can be used for
documents that total six pages or less. If you wish to utilize this benefit
you MUST request it when calling our Customer Service Center for the initial
referral. This benefit must be authorized prior to calling the Plan
Attorney. If you decide after you have already received a referral that you
need to utilize this benefit, you must call our Customer Service Center
first. Plan Attorneys may not provide this service without authorization.
Letter & Phone Calls
If you and your attorney agree that such resolution will likely resolve your
matter, you are entitled to have a phone call or letter made by your Plan
Attorney. The benefit is available up to three times each year. If you wish
to utilize this benefit you MUST request it when calling our Customer
Service Center for the initial referral. This benefit must be authorized
prior to calling the Plan Attorney. If you decide after you have already
received a referral that you need to utilize this benefit, you must call our
Customer Service Center first. Plan Attorneys may not provide this service
without authorization.
Simple Will
What constitutes a Simple Will varies by state, so it is difficult to give
parameters into which your will must fall to be covered. This benefit is
provided by completing a Will questionnaire which will be reviewed by a
local Plan Attorney. You will have the option to include additional
information with your basic Will questionnaire and have the Plan Attorney
review your situation and make recommendations for other documents that may
be helpful. From the time we receive your Will kit there is typically a two
to four week turnaround time for your Will to be completed. |
